The Financial Planning Association of San Diego

FINANCIAL PLANNING PERSPECTIVES

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September 2007
-Does Your Family Have a Long-term Care Strategy?
-As the New Models Roll In, Keep Your Money from Rolling Out
-Don’t Go in Blind to Open Enrollment – Review Your Options First

August 2007
-Top 10 Money Decision for Today’s Incoming College Freshman
-Is Pet Insurance Worth It?
-Is it Your Year to Buy a Timeshare? Do Your Homework First

June 2007
-Prevent Financial Fireworks This 4th - Do a Midyear Financial Checkup
-Thinking of Buying Your First Home or Refinancing? Here's How to Improve
Your Credit Before You Apply
-Your First Job Can Be the First Great Move in Your Financial Life

 

January 2006
The titles for this month are:
-Making the Right Money Resolutions Can Lead to a Much Healthier, Happier 2006
-8 Things You Should Know About Medicare Part D Prescription Drug Program
-More Audits This Year? Here's How to Protect Yourself

February 2006
The titles for this month are:
-How to Plan Your Dream Vacation Without Ignoring Your Financial Goals
-Top Ways You Can Prevent Identity Theft
-Financial Planning for Newlyweds - and Those Marrying Again

March 2006
The titles for this month are:
-The Basics of Health Savings Accounts
-When 'Fun' Gambling Becomes Problem Gambling
-Smart Ways to Refinance

April 2006
The titles for this month are:
-Can You Afford to Live with A Pet? Plan Before You Purchase or Adopt
-Is a Geriatric Care Manager Right For You or a Loved One?
-As Rates Rise, Tapping Home Equity Gets Riskier - How To Recover

May 2006
The titles for this month are:
-Dreaming Big: Financial Planning for Unexpected Wealth
-Losing Your Inheritance to Uncle Sam - or Others
-The Pros and Cons of Reverse Mortgages

June 2006
The titles for this month are:
-Using ARMs...Without Losing an Arm and a Leg!
-Fighting High Energy Costs as the Temperature Heads Upward
-Getting Your Freshman Off to College the Right Way

July 2006
The titles for this month are:
-Conversion of an IRA to a Roth IRA Needs Careful Study
-Getting the Kids Involved in Saving for College
-Start a New Summer Tradition: the Mid-year Financial Checkup

August 2006
The titles for this month are:
-Giving While Living - The Buffett Way
-Financial Planning for a May-December Relationship
-Packing Your Kid Up for College? Teach Them Money 101 Before They Go

 

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Financial Planning Association of San Diego --- 4079 Governor Drive, PMB #254, San Diego, CA 92122 --- Tel: (619) 795-1755